BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                AB 485
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        CONCURRENCE IN SENATE AMENDMENTS
        AB 485 (Gomez)
        As Amended  February 18, 2014
        Majority vote

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        |ASSEMBLY:  |     |(May 30, 2013)  |SENATE: |26-7 |(February 24,  |
        |           |     |                |        |     |2014)          |
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             (vote not relevant)


         ------------------------------------------------------------------------ 
        |COMMITTEE VOTE:  |5-1  |(August 5, 2014)    |RECOMMENDATION: |concur    |
        |(Human Services) |     |                    |                |          |
        |                 |     |                    |                |          |
        |-----------------+-----+--------------------+----------------+----------|
        |COMMITTEE VOTE:  |12-4 |(August 15, 2014)   |RECOMMENDATION: |concur    |
        |(Appropriations) |     |                    |                |          |
         ------------------------------------------------------------------------ 

        Original Committee Reference:    P.E., R. & S.S.  

         SUMMARY  :  Disconnects implementation of statewide collective  
        bargaining authority for the In-Home Support Services (IHSS)  
        program from the state's Coordinated Care Initiative (CCI) and  
        implements it separately under the new statewide California IHSS  
        Authority (Statewide Authority) beginning January 1, 2015.

         The Senate amendments  delete the Assembly version of this bill, and  
        instead:

        1)Require the Statewide Authority to assume collective bargaining  
          responsibility for IHSS providers in all counties beginning  
          January 1, 2015, rather than in the eight counties participating  
          in the CCI demonstration project.

        2)Make the Statewide Authority permanent by deleting statute making  
          statewide collective bargaining conditional upon implementation  
          of the CCI. 

        3)Delete statute authorizing the Director of Finance to halt  
          implementation of the CCI and therefore statewide collective  
          bargaining by the Statewide Authority if the director determines  
          that the CCI will not generate anticipated General Fund savings.








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        4)Make permanent through the separation of statewide collective  
          bargaining authority for IHSS:

           a)   The IHSS Maintenance of Effort (MOE) requirement for all  
             counties in lieu of their share of non-federal costs; and

           b)   The existing requirement that each county's IHSS MOE count  
             toward its share of cost of negotiated wage and benefit  
             increases.

        5)Eliminate from the list of codes that will become inoperative, if  
          the CCI is rendered inoperative because of a lack of General Fund  
          savings, various codes relating to the Statewide Authority,  
          including those that establish the IHSS Employer-Employee  
          Relations Act, establish and define the duties of the Statewide  
          Authority, and require all counties to have a county IHSS MOE.

        6)Make other technical and aligning changes to existing CCI  
          statutes to disconnect statewide IHSS collective bargaining  
          contingency language from the implementation of the CCI. 
         AS PASSED BY THE ASSEMBLY  , this bill ratified the provisions of a  
        memorandum of understanding between the state and State Bargaining  
        Unit 16, Physicians, Dentists, and Podiatrists.

         FISCAL EFFECT  :  According to the Senate Appropriations Committee:

        1)Potentially major ongoing costs (General Fund) in the tens to low  
          hundreds of millions of dollars to the extent the provisions of  
          this bill result in an increase in IHSS provider wages and health  
          benefits with the implementation of the Statewide Authority in  
          all 58 counties effective January 1, 2015.  As only those wage  
          and benefit increases that are locally negotiated or imposed  
          before the Statewide Authority assumes employer responsibility  
          result in an adjustment to the County IHSS MOE, any increases  
          negotiated by the Statewide Authority do not require a county  
          share of costs.  The non-federal share of costs will be fully  
          funded by the state, resulting in major ongoing costs to the  
          General Fund. 

        2)Annual costs in the range of $6.9 million (50% General Fund, 50%  
          federal funds) to the Department of Human Resources (CalHR) to  
          implement and operate a collective bargaining platform on behalf  
          of the Statewide Authority expanded to cover all 58 counties  
          effective January 1, 2015. 








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        3)Additional one-time significant costs (General Fund) to CalHR for  
          limited-term staff and overtime required to support the workload  
          imposed under the accelerated implementation date mandated in  
          this bill.

        4)To the extent the CCI will have otherwise become inoperative at  
          some future date due to an estimate by the Director of Finance  
          that the CCI will not generate net General Fund savings, as  
          specified, the annual costs noted above would continue to be  
          incurred.  The counties' share of cost limited by the County IHSS  
          MOE will not revert to the original cost-sharing formula, and  
          CalHR/DSS [Department of Social Services] costs will continue to  
          support the activities of the Statewide Authority.

         COMMENTS  :

        Background on IHSS:  The IHSS program is a Medi-Cal benefit, which  
        provides services that enable the recipient to remain in his or her  
        home.  The IHSS program provides personal care services to  
        approximately 420,000 qualified low-income individuals who are  
        aged, blind, or disabled.  

        County social workers determine IHSS eligibility and perform case  
        management after conducting a standardized in-home assessment of an  
        individual's ability to perform activities of daily living.  Based  
        on authorized hours and services, IHSS recipients are responsible  
        for hiring, firing, and directing their IHSS provider(s).  In the  
        majority of cases, recipients choose a relative to provide care.   
        Prior to July 1, 2012, county public authorities or nonprofit  
        consortia were designated as "employers of record" for collective  
        bargaining purposes on a statewide basis, while the state  
        administered payroll and benefits.  However, pursuant to 2012-13  
        Budget trailer bill SB 1036 (Budget and Fiscal Review Committee),  
        Chapter 45, Statutes of 2012, collective bargaining  
        responsibilities in the eight counties participating in the CCI  
        will start to shift to an IHSS Authority administered by the state.

        Background on the CCI:  The Budget Act of 2012 enacted the CCI, a  
        framework for integrating delivery of medical, behavioral and  
        long-term care services through a single health plan for persons  
        eligible for both Medicare and Medi-Cal.  The CCI is currently  
        limited to the following eight demonstration counties:  Alameda,  
        Los Angeles, Orange, San Diego, San Mateo, Riverside, San  
        Bernardino, and Santa Clara.  Approximately 65% of IHSS recipients  








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        reside in the demonstration counties.  

        As part of the CCI, SB 1036 shifted collective bargaining  
        responsibilities from local county public authorities or non-profit  
        consortia in the demonstration counties to the new Statewide  
        Authority, with specified members and an advisory committee.  The  
        bill also created an IHSS MOE funding requirement for counties,  
        which replaced the previously existing county share of non-federal  
        funding of 35%.  Under SB 1036, this shift occurs in each county  
        once enrollment into managed care pursuant to the CCI has been  
        completed.  According to the Department of Health Care Services  
        (DHCS), this shift was scheduled to have occurred in April 2014.
         
         Need for the bill:  According to the author, this bill is necessary  
        to move to statewide collective bargaining for IHSS providers  
        despite delays in the implementation of the CCI.  While the statute  
        creating the CCI anticipated roll-out within eight demonstration  
        counties no earlier than March 1, 2013, delays have resulted the  
        demonstration being implemented more than a year later in April  
        2014.  

        June 2013 budget trailer bill language already delinked the  
        integration of long-term services and supports into managed care  
        from the implementation of the integration of Medi-Cal and Medicare  
        financing.  The author argues that it is necessary to also sever  
        the link between CCI implementation and the creation of the IHSS  
        Statewide Authority and transfer of employer responsibility to that  
        authority from local entities.

        This bill's cosponsor, the American Federation of State and County  
        Municipal Employees, notes that the implementation delays have  
        delayed the transfer of collective bargaining to the state, and as  
        a result, collective bargaining at the county level has either been  
        delayed or met with reluctance to engage in bargaining when the  
        transfer of responsibility is expected to be imminent.  The sponsor  
        writes that several counties have proposed one-year contract  
        extensions, while others have opposed increases in IHSS spending  
        because it would permanently increase the county's IHSS MOE.
         
         Writing in support of the bill, Merced County notes that, "the  
        implementation of the CCI has been significantly delayed, hindering  
        the shift in bargaining.  [This bill] would separate the  
        commencement of the shift in bargaining from CCI implementation.   
        Much of the programmatic local control has already shifted to the  
        State level.  We support the implementation of the remaining  








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        components to allow for better continuity of services." 
         
         Opposition:  Writing in opposition to this bill, the CalHR states:

             Prior to the transition to the Statewide Authority,  
             the counties and/or local public authorities are  
             considered the employer of IHSS providers for the  
             purposes of collective bargaining.  The IHSS  
             Employer-Employee Relations Act (SB 1036 (Senate  
             Budget and Fiscal Review Committee), Chapter 45,  
             Statutes of 2012) provides that upon the county  
             implementation date for the eight demonstration  
             counties, the Statewide Authority may delegate to  
             CalHR, responsibility for the day-to-day labor  
             relations, contract administration, and collective  
             bargaining.

             Currently, CalHR does not have the necessary resources  
             to assume collective bargaining functions for all 58  
             counties by January 1, 2015.  Furthermore, while the  
             CCI was delayed for program readiness, the transition  
             to the CCI has already commenced.  The Department of  
             Health Care Services and the Department of Social  
             Services can more appropriately address specific  
             questions on the transition timelines and completion  
             dates.  However, immediate expansion of the  
             demonstration to all 58 counties before the pilot for  
             the statewide authority has commenced, defeats the  
             purpose of the original bill to first initiate  
             collective bargaining on a pilot basis.  Lastly,  
             advancing the program to all 58 counties defeats the  
             original intent of SB 1036 and the budget agreement  
             reached between the Legislature and the Governor. 
         
         Prior legislation:  SB 94 (Budget and Fiscal Review Committee),  
        Chapter 37, Statutes of 2013:  Enacted changes to existing law  
        regarding the CCI and de-linked CCI components to allow the  
        mandatory enrollment of Medi-Cal and Medicare beneficiaries (dual  
        eligibles) into Medi-Cal managed care, the integration of long-term  
        services and supports into managed care plans, and the commencement  
        of the IHSS Statewide Authority, to proceed separately from the CCI  
        Duals Demonstration Project.
         
         SB 1036 (Budget and Fiscal Review Committee), Chapter 45, Statutes  
        of 2012:  The Human Services budget trailer bill that contained the  








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        necessary statutory changes to implement the human services  
        provisions related to the integration of home and community based  
        and long-term care services, including IHSS, into Medi-Cal managed  
        care, as specified in the Budget Act of 2012.

        SB 1008 (Budget and Fiscal Review Committee), Chapter 33, Statutes  
        of 2012:  Implemented the Duals Demonstration Pilot Projects,  
        including integration of long-term services and supports.

        SB 208 (Steinberg), Chapter 714, Statutes of 2010:  Implemented  
        several changes to the Medi-Cal Program as proposed in the state's  
        application to renew the state's Section 1115 Medicaid Waiver. Also  
        gave DHCS the authority to establish the dual eligible beneficiary  
        demonstration project to give those eligible for Medicare and  
        Medi-Cal a continuum of services and maximize coordination of  
        benefits.


         Analysis Prepared by  :    Chris Reefe / HUM. S. / (916) 319-2089


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